PAA/IFA Wellington Road Show
8 September 2016
PLEASE REGISTER FOR THE DAY BUT ONLY ATTEND THE SESSIONS MOST APPROPRIATE TO YOU. Up to 5 CPD points available. Registration on arrival (Please turn up 20 minutes before your session) 8.30-9.15am Session 1: Mortgage Advisers Best Practice: It's about client first, not compliance A session focussing on the best practice advice process specific to mortgage advisers and documenting your advice. This session aims to identify your actual obligations and help you put in place streamlined, clear documentation to evidence how you have met your obligations - and put the interests of your client first 9.15-10.00am Session 2: Professional Indemnity More coming soon... 10.00-10.15am Session 3: PAA Professional Indemnity Scheme More coming soon... 10.15-10.30am Morning Tea 10.30-11.30am Session 4: Risk Advisers Take a look under the hood - Alan Rafe QP Research Every adviser has a duty of care to put the interests of their client first. As a risk adviser be aware of the advantages and costs of direct-sourced Insurance vs Adviser channel product. As a mortgage adviser you are placing your client in a position of increased debt – with related issues this brings – be aware of the options. 11.30-12.15pm Session 5: All Advisers Ethics and Compliance - Angi Mann & Andrew Gunn Case studies on complex ethical considerations and the latest thinking on meaningful disclosure. 12.15pm-1.00pm Session 6: KiwiSaver KiwiSaver as an opportunity for advisers – by Ryan Edwards, Generate KiwiSaver 1.00-1.45pm Lunch* 1.45-2.45pm Session 7: All advisers What you need to know about Estate Planning - court cases and implications for advisers – by Perpetual Guardian 2.45-3.30pm Session 8: Financial Planners & Investment Advisers A second look at ETF’s - benefits and use of the ETF in modern portfolios – by Dean Anderson NZX (*There will a food and beverage charge of $30 including GST for attendees who register and do not attend, and do not advise us of their cancellation or non-attendance.)
Event location
Boulcott Farm Heritage Golf ClubEvent date/time
8:30 AM-3:30 PMEvent contact information
jodie.gotts@paa.co.nz
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